Shilpa Medicare Ltd (NSE:SHILPAMED)

Q4 2025 Shilpa Medicare Ltd Earnings Call Transcript

May 26, 2025 / 11:30 AM GMT

Release Date Price: ₹445.13 (+13.65%)

Transcript

Key Points

Positve

Shilpa Medicare Ltd (BOM:530549) reported a 15% year-on-year growth in total revenue for the quarter, reaching INR 338 crore.
The company's gross margin improved by 200 basis points to 69% compared to the same quarter last year.
The formulation business saw a significant 38% year-on-year growth, driven by limited competition in the European market for certain products.
The biologics division is expected to double its sales in the current financial year due to additional indications approval.
Shilpa Medicare Ltd (BOM:530549) successfully completed USFDA inspections for its API business units, receiving EIR with VI status for one unit.

Negative

The company's licensing revenue decreased from INR 34 crore in Q4 FY24 to INR 24 crore in Q4 FY25, indicating variability in this income stream.
There is a delay in the start of phase 3 clinical trials for a key biologic product, potentially impacting timelines.
The US FDA import alert on the formulation manufacturing facility remains unresolved, affecting potential margin improvements.
The API business has experienced flat or declining growth over the past year, although future growth is anticipated.
The company faces challenges in predicting consistent licensing revenue due to its lumpiness and dependency on milestone achievements.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHME.NS - Shilpa Medicare Ltd
Q4 2025 Shilpa Medicare Ltd Earnings Call
May 26, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Sherpa Medicare Limited Q4 FY25 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference, please signal an operator by pressing and then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Monish Shah from Shilpa Medicare Limited. He is the head of investor relations.

Thank you and over to you, sir.

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Unidentified_2

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